Vanguard ESG US Stock ETFESGVETF

13F holders, Q2 2025 (June 30)
623holders +36
62new positions
26sold out
1famous investor
$109.21avg. 13F price*

At the end of Q2 2025, 623 institutions reported holding Vanguard ESG US Stock ETF (ESGV) in their 13F filings, up 36 from Q1 2025. 62 opened new positions and 26 sold out. The largest holders were Vanguard Group Inc. ($363.2M), Morgan Stanley ($183.6M) and Wealthfront Advisers LLC ($166.9M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vanguard ESG US Stock ETF
CUSIP
921910733
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 483Q1 2024Q2 2024: 496Q2 2024Q3 2024: 522Q3 2024Q4 2024: 591Q4 2024Q1 2025: 587Q1 2025Q2 2025: 623Q2 2025Q3 2025: 642Q3 2025Q4 2025: 690Q4 2025Q1 2026: 679Q1 2026Q2 2026: 720Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions62$48.7M
Exits26$59.7M

All 13F filers, Q1 2025 → Q2 2025: 1,972,813 shares bought and 1,810,941 shares sold, net +161,872 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 623 holders

Vanguard Group Inc. 0.01% Add +3.0% 3,312,420 $363.2M
Morgan Stanley 0.01% Add +0.0% 1,674,924 $183.6M
Wealthfront Advisers LLC 0.43% Add +1.3% 1,521,923 $166.9M
Creative Planning 0.12% Add +1.8% 1,276,648 $140.0M
Visa Foundation 100.00% Reduce -13.5% 1,172,735 $128.6M
Leo Wealth, LLC 5.79% Add +78.8% 678,646 $74.5M
Raymond James Financial Inc. 0.02% Add +22.0% 616,894 $67.6M
Verde Capital Management 15.71% Add +3.9% 580,684 $63.7M
Bank of America Corp. 0.01% Reduce -0.5% 568,075 $62.3M
Betterment LLC 0.13% Add +9.6% 557,611 $61.1M
IMPACTfolio, LLC 25.76% Add +5.7% 495,602 $54.3M
Stanich Group LLC 48.49% Reduce -9.8% 489,308 $54.1M
Royal Bank of Canada 0.01% Add +3.5% 441,594 $48.4M
Baird Financial Group, Inc. 0.08% Add +7.5% 414,349 $45.4M
SCS Capital Management LLC 0.49% Add +6.0% 405,655 $44.5M
Goldman Sachs Group Inc. 0.01% Add +54.4% 395,864 $43.4M
Platt Investment Counsel, LLC 40.03% Reduce -2.5% 384,193 $42.1M
Facet Wealth, Inc. 0.90% Add +2.0% 355,005 $39.7M
Sellwood Investment Partners LLC 17.51% Reduce -1.1% 334,170 $36.6M
Crewe Advisors LLC 5.01% Add +0.3% 322,980 $35.4M
Ameriprise Financial Inc. 0.01% Reduce -1.0% 271,127 $29.7M
Mather Group, Llc. 0.31% Add +8.5% 267,797 $29.4M
UBS Group AG 0.01% Reduce -4.9% 264,625 $29.0M
Franklin Resources Inc. 0.01% Reduce -1.9% 258,665 $28.4M
Envestnet Asset Management Inc. 0.01% Add +0.7% 255,449 $28.0M
Garde Capital, Inc. 1.46% Add +7.1% 248,534 $27.2M
LPL Financial LLC 0.01% Add +3.3% 242,068 $26.5M
Angeles Investment Advisors, LLC 1.44% Reduce -37.7% 232,599 $25.5M
Cerity Partners LLC 0.05% Reduce -0.3% 231,340 $25.4M
Hanson & Doremus Investment Management 3.24% Add +1.2% 221,254 $24.3M
Cedar Wealth Management, LLC 7.52% No change 202,551 $22.2M
Prime Buchholz LLC 7.05% Add +71.0% 201,393 $22.1M
Two Sigma Investments, LP 0.04% New 188,497 $20.7M
Clarity Asset Management, Inc. 12.16% Reduce -5.2% 185,830 $20.4M
Jones Financial Companies LLLP 0.02% Add +12.0% 182,763 $19.9M
Bank of Montreal 0.01% Reduce -3.5% 175,843 $19.3M
Mill Creek Capital Advisors, LLC 0.42% Reduce -3.4% 174,401 $19.1M
Financial Connections Group, Inc. 7.82% Add +3.8% 172,838 $18.9M
Rwa Wealth Partners, LLC 0.23% Reduce -12.2% 171,192 $18.8M
Gemmer Asset Management LLC 1.52% Add +7.0% 155,837 $17.1M
HighTower Advisors, LLC 0.02% Reduce -1.7% 155,419 $17.0M
Commonwealth Equity Services, LLC 0.02% Reduce -20.6% 155,239 $17.0M
Human Investing LLC 2.60% Add +2.3% 150,010 $16.5M
Silver Oak Wealth Advisors Services, LLC 11.76% Reduce -15.9% 148,866 $16.3M
Regatta Capital Group, LLC 2.77% Add +4.1% 147,407 $16.2M
LifeGuide Financial Advisors, LLC 5.81% Reduce -2.7% 143,686 $15.8M
Diversified Portfolios, Inc. 1.45% Add +0.8% 138,595 $15.2M
Orgel Wealth Management, LLC 0.34% Reduce -7.1% 127,969 $14.0M
Cambridge Investment Research Advisors, Inc. 0.04% Add +3.1% 124,200 $13.6M
Mariner, LLC 0.02% Add +13.4% 122,129 $13.4M
Composition Wealth, LLC 0.22% Add +788.5% 121,002 $13.3M
One Day In July LLC 1.19% Reduce -11.1% 120,247 $13.2M
Evoke Wealth, LLC 0.30% Add +2.5% 118,307 $13.0M
Focus Partners Wealth 0.03% Add +3.5% 116,598 $12.8M
Apella Capital, LLC 0.30% Add +2.5% 102,206 $11.3M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -0.5% 101,648 $11.1M
SageView Advisory Group, LLC 0.42% Reduce -29.0% 97,944 $11.1M
Farrell Financial LLC 6.58% Add +0.4% 89,403 $9.8M
Pathstone Holdings, LLC 0.04% Add +28.4% 114,367 $9.8M
Cresset Asset Management, LLC 0.05% Add +0.8% 88,612 $9.7M
AMG National Trust Bank 0.24% Reduce -0.0% 82,124 $9.0M
Mercer Global Advisors Inc. 0.02% Add +34.1% 81,187 $8.9M
Westfuller Advisors, LLC 4.75% Reduce -23.6% 75,938 $8.3M
JPMorgan Chase & Co. 0.00% Reduce -0.6% 75,068 $8.2M
Twin Focus Capital Partners, LLC 1.14% Reduce -16.0% 74,092 $8.1M
Boston Standard Wealth Management, LLC 1.39% Add +6.9% 70,374 $7.7M
Osaic Holdings, Inc. 0.01% Add +12.5% 69,312 $7.6M
BSW Wealth Partners 1.04% Add +23.3% 69,182 $7.6M
Beacon Pointe Advisors, LLC 0.08% Add +8.5% 68,510 $7.5M
Wells Fargo & Company 0.00% Reduce -13.3% 67,798 $7.4M
Relyea Zuckerberg Hanson LLC 0.84% Reduce -3.8% 65,602 $7.2M
New Covenant Trust Company, N.A. 5.97% Reduce -0.0% 61,377 $6.7M
St Germain D J Co. Inc. 0.28% Add +0.9% 59,739 $6.5M
Eq LLC 2.53% Reduce -14.1% 59,374 $6.5M
Apexium Financial, LP 0.33% Reduce -3.9% 56,872 $6.2M
Libra Wealth LLC 2.04% Reduce -5.2% 56,836 $6.2M
Raffa Wealth Management, LLC 1.21% Add +4.0% 55,280 $6.1M
Charter Oak Capital Management, LLC 0.50% Add +1.7% 54,393 $6.0M
Financial Engines Advisors L.L.C. 0.01% Reduce -5.6% 53,357 $5.9M
D.A. Davidson & Co. 0.04% Reduce -1.0% 52,748 $5.8M
Parallel Advisors, LLC 0.11% Reduce -4.4% 51,841 $5.7M
Cetera Investment Advisers 0.01% Reduce -13.2% 51,621 $5.7M
Patriot Investment Management Group, Inc. 0.38% Add +4.4% 50,298 $5.5M
Atlas Legacy Advisors, LLC 1.17% Add +0.8% 48,559 $5.3M
Stephens Consulting, LLC 1.26% Reduce -2.3% 48,151 $5.3M
Brandywine Oak Private Wealth LLC 0.48% Reduce -3.9% 47,128 $5.2M
Bank of New York Mellon Corp 0.00% Add +55.2% 46,542 $5.1M
Elios Financial Group Inc. 2.27% Reduce -0.1% 45,591 $5.0M
HUB Investment Partners, LLC 0.17% New 43,559 $4.8M
White Lighthouse Investment Management Inc. 0.77% Add +2.9% 43,242 $4.7M
Atlantic Private Wealth, LLC 3.14% Add +0.0% 42,693 $4.7M
Freestone Capital Holdings, LLC 0.15% Reduce -7.2% 41,544 $4.6M
First Hawaiian Bank 0.60% Add +31.0% 40,250 $4.4M
Blair William & Co. 0.01% Reduce -33.4% 39,321 $4.3M
Trademark Financial Management, LLC 2.56% Add +6.4% 38,148 $4.2M
Ashford Advisors, LLC 0.96% No change 37,901 $4.2M
Gould Asset Management LLC 0.80% Reduce -0.3% 37,397 $4.1M
Stonehearth Capital Management, LLC 1.69% Add +5.3% 37,229 $4.1M
Private Advisor Group, LLC 0.02% Reduce -2.3% 37,079 $4.1M
Sageworth Trust Co 0.22% Add +5.1% 35,914 $3.9M

"% of holder's portfolio" is ESGV's weight in each manager's 13F, not the share of Vanguard ESG US Stock ETF the manager owns.

Show all 623 holders